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101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC

101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC. ehaupt@earnedvalue.biz 937-572-2586. Contents. The Goal Standardization Customization Recommendations for CAM analysis Filters and Views Charts Reports Workspaces Analyzing Significant Variances.

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101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC

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  1. 101 Tips & Tricks – the CAM Edition Eleanor Haupt, EVP Earned Value Associates LLC ehaupt@earnedvalue.biz 937-572-2586

  2. Contents • The Goal • Standardization • Customization • Recommendations for CAM analysis • Filters and Views • Charts • Reports • Workspaces • Analyzing Significant Variances EVMP Forum – July 2014

  3. The Goal EVMP Forum – July 2014

  4. The Goal for CAM Analysis • Make it easy to understand • Avoid EVM jargon • Make it easy to repeat on monthly basis • Give them a punch list • Desktop instructions, screen shots • Streamlined wscustom file • Provide continual training • Work one on one with them EVMP Forum – July 2014

  5. Standardization EVMP Forum – July 2014

  6. Standardization • Why standardize? • Allows for consistency across program and company • Allows for common communication • Use same views and charts for joint team meetings • Allows for joint validation of data • Custom filters for data integrity • Effective tool and framework for training • Saves a lot of time!! • Recommendation: • Save two versions of wscustom.xml on network • CAM: only what they need • Analyst: more complete • Have one person maintain wscustom.xml files EVMP Forum – July 2014

  7. Customization EVMP Forum – July 2014

  8. Hints for Customization • Find out what CAMs need • “Dot” exercise • Ask them • What are they using now? What do they like? • Sit with PM or CAM and show them what is possible • Guide them through the roadmap • Suggest workspaces • Make it as easy as possible for everyone • They are not EV experts EVMP Forum – July 2014

  9. Hints for Customization • Ensure that the ProjOff field is correct • Allows filtering by CAM • Add custom field for work package manager • Use LongDesc field in views • Have IT change the registry key to show LongDesc in reports and charts • Use the Drill Down feature to isolate lower level elements for a specific higher level element • Hold down the shift key while drilling down • Opens new window – easier to close out • Can be used to support variance analysis • Example: show WPs that sum to CA EVMP Forum – July 2014

  10. Drill Down Below Control Account Apply sum button Can see significant contributors to variance at CA level EVMP Forum – July 2014

  11. The CAM Filter • Apply the CAM/IPT filter to isolate a CAM’s performance • Apply as a pre-filter • CAM can then apply different filters once the data is open • Create a filter for WP manager (if custom field has been created) • For data filtered by CAM: • Apply the sum button and toggle to lowest level • Make the aggregate element the active element • Plot aggregate performance on charts and show in reports EVMP Forum – July 2014

  12. Plotting Aggregate Performance EVMP Forum – July 2014

  13. Aggregate Bull’s-Eye • Double click common element (CAM name) in Sort window • Highlighted as red dots EVMP Forum – July 2014

  14. Default Workspace Apply CAM filter Click File, Save Workspace wInsight will automatically open to the filtered data set for the CAM CAM can then apply additional filters to his elements only EVMP Forum – July 2014

  15. Recommendations for CAM Analysis Filters and Views EVMP Forum – July 2014

  16. Best Filters for CAMs EVMP Forum – July 2014

  17. Best Views for CAMs EVMP Forum – July 2014

  18. Custom View - Cost compare compare CAMs: Apply CAM/IPT filter to isolate elements

  19. Custom View - Schedule compare CAMs: Apply CAM/IPT filter to isolate elements Budgeted Cost of Work Remaining indicates amount of work yet to go EVMP Forum – July 2014

  20. BCWP Verification • Apply BCWP Verification view at lowest level • Apply CAM/IPT filter if desired • Provide to CAM and IPT leader • Ask them to correlate the reported current and cum BCWP with the technical status

  21. Emerging Cost and Schedule Problems Custom filters and views EVMP Forum – July 2014

  22. Recommendations for CAM Analysis Charts EVMP Forum – July 2014

  23. Best Charts for CAMs EVMP Forum – July 2014

  24. Charts for Evaluating Performance CPI and SPI Cumulative Variance Percent EVMP Forum – July 2014

  25. Charts for Checking EAC Realism IEACs vs. Ctr EAC column EAC EVMP Forum – July 2014

  26. Recommendations for CAM Analysis Reports EVMP Forum – July 2014

  27. Best Reports for CAMs EVMP Forum – July 2014

  28. Custom ReportCAM Report CAM Report (based on color threshold code written by Mitch Mueller, LM) Toggle between $ and hours

  29. Custom ReportColor Trends Color Trends (based on color threshold code written by Mitch Mueller, LM)

  30. EAC Realism Report

  31. Banded Validity Author: Mitch Mueller, LMCO EVMP Forum – July 2014

  32. Recommendations for CAM Analysis Workspaces EVMP Forum – July 2014

  33. Best Workspaces for CAMs EVMP Forum – July 2014

  34. Workspace – Past Performance EVMP Forum – July 2014

  35. Workspace – Future Performance EVMP Forum – July 2014

  36. Workspace – VAR Input EVMP Forum – July 2014

  37. Workspace – CAM Dashboard “Punch list” Maximum each in turn EVMP Forum – July 2014

  38. Analyzing Significant Variances EVMP Forum – July 2014

  39. Analyzing Individual Elements • Double click to make it Active Element • Standard sort window • Is it a significant cost or schedule driver? • Look at trends (arrows) • Compare colors for SV, CV, VAC • Evaluate trends on charts • Cum and CurrentVariance ($ and %) • CPI and SPI • Evaluate BAC/EAC changes on EAC chart • Review reports • Validity Report • AI Report • Six Period Summary Report • CAM Report • Color Trends Report • Analyze schedule metrics • Apply Schedule view • Apply Emerging Schedule Problems view • Open SPI chart and analyze trends • Open Schedule Analysis report • Evaluate trends and compare to network schedule • Analyze cost metrics • Apply Cost view • Apply Emerging Cost Problems view • Open CPI chart and analyze trends • Evaluate monthly burn rate on Six Period Summary Report • Integrate analysis of cost and schedule trends • Customer: Read Format 5 • Contractor: Perform root cause analysis • Analyze contractor’s EAC for realism • Apply ***EAC Realism view • Compare CV, VAC color trends • Evaluate EAC Realism field • Open IEACs vs. Ctr’s EAC column chart • Review EAC Realism custom report • Project future performance • Apply Risk vs. Work Remaining view • Generate EAC or range of EACs • Project schedule dates (use IMS) • Input Format 5 or User Narrative • Discuss with PM and IPT lead

  40. In conclusion.. • Provide the right information to the CAMs • But don’t overwhelm • Provide guidance, roadmap, punch list, desktop instruction • Meet their needs • Presentation available: • www.winsight.weebly.com/winsight-resources.htm • Custom reports and wscustom.xml available: • www.earnedvalue.biz • wInsight Resources • wInsight Custom Reports EVMP Forum – July 2014

  41. If you build it, they will come EVMP Forum – July 2014

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